Filed January 27, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,446 |
Filed as: CHRISTENSEN ROUP FINANCIALS, LLC Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,481 | $129,095+15.0% | $184,200-19.4% | $77,671+91.2% |
| Participation rate | 90.6% | 87.3%+3.3pp | 86.8%+3.8pp | 70.6%+20.0pp |
| Annual return | 14.92% | 33.29%-18.4pp | 28.80%-13.9pp | 31.21%-16.3pp |
| Employer contribution / active EE | $4,246 | $4,410-3.7% | $6,424-33.9% | $2,726+55.8% |
| Participant deferral / active EE | $7,624 | $7,300+4.4% | $9,132-16.5% | $4,648+64.0% |
| Admin fee / account holder | $243 | $256-5.1% | $13,907-98.3% | $430-43.6% |